Run a tighter ship with a controller at the helm. Process improvement, internal controls, and accounting oversight. Serving businesses in Portland.
• Implement proper internal controls and segregation of duties
• Standardize processes across your accounting function
• Get audit-ready financials and documentation
• Reduce risk of errors and financial misstatement
An outsourced controller owns the accuracy of your numbers. That is a different job from bookkeeping, which records transactions, and from a CFO, who decides what to do about them. The controller sits between the two: they own the chart of accounts, the close calendar, the reconciliation standard, revenue recognition policy, and the internal controls that stop one person from both approving and paying an invoice. Most companies add the role about two years later than they should, because nothing visibly breaks without it — the books still close, they are just quietly less reliable each month, and you find out during diligence or an audit.
Flat monthly fee, scoped to transaction volume, entity count and close deadline. No hourly billing — it penalises you for asking questions.
Controllership sits in our Launch tier and above. A full-time controller runs $110,000–$160,000 plus benefits, which is more capacity than the work requires below roughly $10M in revenue.
See full pricing →Without proper oversight, errors and fraud risk increase significantly.
✓ Implement segregation of duties and approval workflows
Ad-hoc processes lead to inconsistent results and wasted effort.
✓ Document and optimize your accounting workflows
Without a controller, nobody owns the integrity of your financials.
✓ Dedicated controller oversight with regular check-ins
Evaluate current processes and identify control weaknesses.
Create optimized workflows with proper checks and balances.
Roll out new processes with training and ongoing oversight.
We tailor our approach to the unique needs of your business.
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Job Margin
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Gross Margin
Program Expense Ratio
Fund accounting, grant management, compliance. We understand the unique financial challenges of nonprofits businesses in Portland.
Based in Boston, we work with companies across the country.
Looking for Controller services in Portland, OR? We serve businesses throughout the Portland metro area with expert financial support.
Answer a few questions and we'll recommend the perfect service level for your business.
Find My Solution →A bookkeeper records what happened. A controller guarantees the output is right and designs the controls that keep it right. The practical test: "did this transaction get coded correctly" is a bookkeeping question; "is this customer segment margin-positive after support cost" is a controller question, and no amount of bookkeeping hours will answer it.
Any two of these together usually means the role is overdue: your close has slipped from 10 days to 20 without a matching jump in volume; you have restated numbers more than once this year; nobody owns the chart of accounts; your CPA is doing cleanup at year-end; or the same person both approves and pays invoices.
Yes, and that is the most common setup. We insist the controller is a different person from whoever does the bookkeeping — independent review is the entire value of the role. If the same person records and reviews, you have bought a title, not a control.
Yes. We specialize in Nonprofits companies and understand fund accounting. Our team knows the metrics that matter: Program Expense Ratio, Fundraising Efficiency.
Yes. We work with clients across the Pacific Northwest and nationwide. Our team operates in Pacific time and can accommodate your schedule.
Most engagements kick off within 1-2 weeks of signing. We'll audit your current setup and begin implementation immediately.
